DATE/TIME
September 26, 2:30 – 3:00 PM EST
TITLE
Filling the Void: Evolving Market Trends Forcing a Redistribution of Capacity
SPEAKER
David H. Windley, CFA, CPA
Managing Director, Jefferies LLC
ABSTRACT
The CDMO capacity roller coaster has been a dizzying ride. CDMOs couldn’t even take a post-COVID breather before they needed to ramp capacity for GLP-1s and other biologics. Managing capacity utilization, quality, profitability, and customer contracts through these twists and turns has been challenging to say the least. We’ll explore these trends.
BIO
Dave Windley is a managing director and founding member of Jefferies’ Healthcare Equity Research team. Over a 25-year career in investment research, Mr. Windley has covered a broad range of healthcare product and service sectors, including managed care, healthcare information technology, pharmaceutical services, and specialty pharmaceuticals. Dave is a five-time Wall Street Journal Best on the Street honoree and a 6-time Starmine award recipient. Dave is involved in the Nashville financial and healthcare community, having served on boards of the CFA Society Nashville and Owen Graduate School of Management. Dave also enjoys mentoring start-up companies. Dave earned his Masters of Business Administration from the Owen School at Vanderbilt University and his BA from Transylvania University. Dave is a CFA charter holder and certified public accountant.
